Troubleshooting Reports

Try...	Because...
Running Data Maintenance Reports	If there is information in these reports, log a support call to have it corrected.
Encounter Level Reports versus Line Item Level Reports	When trying to balance reports, make certain that all the reports calculate consistently by running either encounter or line item level reports. It is possible for the line item and encounter level reports to contain different data since they are pulling from separate sources.
Encounter versus Invoices	Charges entered at the encounter and invoice levels report differently in different reports. To ensure that encounter and invoices displays on each report, you must run both reports and compare them.
Check the Date Filters	When trying to balance reports, make sure that you use the same date filter criteria (create date, process date) on each report.
Check the Process Date Override	You can override the process date for charges and transactions based on your security level and rights.
Run an Unapplied Credit Report	Unapplied credits do not show on the Service Item Summary. Unapplied credits report differently in each of the reporting categories. Therefore, run an Unapplied Credit Report to see all of them at one time.
Check Encounter Status	Depending on which reports you are running or attempting to balance, try running a Bad Debt or Encounters in History Status report.
Report Tabs	Check that all reports tabs include or exclude consistent data.

Help Guide for NextGen® Enterprise PM 8

Troubleshooting Balancing Issues

If your reports do not balance, there are several steps you should take to troubleshoot the possible causes. Run the System Data Maintenance Reports: Certain errors found on this report specifically state, “This affects reporting” and should be forwarded to NextGen Healthcare client support for assistance in resolving the error. Encounter vs. Invoice: Charges entered on Encounters and charges entered on Invoices report differently on various reports. Check that both Encounters and Invoices are included on each report. Date Filtering: When balancing multiple reports, make sure the date filter on the Filter1 tab is consistent on each report. For example: Create Date, Service Date, Process Date, Transaction Date, Post Date. Charge Process Date and Batch Process Date Override: If users have security to override the Process Date on charges and/or transactions, it is possible that dates were overridden inadvertently. Auto-Adjustments (from Contracts and Sliding Fee Schedules): Auto-adjustmen

Help Guide for NextGen® Enterprise PM 8

Balancing Reports

You can balance reports to each other to periodically balance charges, adjustments, payments, and accounts receivable. You must use the same filter criteria when balancing two reports. If using dates, you must use the same type of dates (for example, charge posting vs. charge create) and the same date ranges. Report Balances To Daily Adjustments Adjustments column in Transaction Summary Transaction Detail, if you select all the Adjustments Transaction Codes Daily Charges Charge column in Service Item Summary with Extended Amount Charge column in Transaction Summary Daily Payments Payments column in Transaction Summary Transaction Detail, if you select all the Payment Transaction Codes Daily Refunds Refunds column in Transaction Summary Transaction Detail, if you select all the Refund Transaction Codes Insurance Aging Analysis Aging Analysis by Encounter, Aging Analysis (Categories) by Line Item, Insurance Aging Analysis – Age Responsible Balances Only Report Monthly Charges in A/R Dail

Help Guide for NextGen® Enterprise PM 8

Unapplied Amounts by Account, Invoice, and Encounter Report

The Unapplied Amounts by Account, Invoice, and Encounter report lists any unapplied patient payments that exist at the account, invoice, or encounter level. The report is sorted by practice, then by location, and then by encounter/account/invoice number. The Filter 1 tab enables you to specify a date range that includes records based on the following dates: Posting Date Process Date Transaction Date Note: The total unapplied shows as a negative amount, since it decreases the encounter, account, or invoice balance. NextGen Healthcare recommends decreasing the unapplied amounts as much as possible before you run monthly reports. This keeps the information for aging categories, providers and financial classes accurate for reporting. To access the report in NextGen® Enterprise PM, select the Reports menu and select Accounts Receivable and then select Unapplied Amounts by Account, Invoice, and Encounter. From the Report Filter window, select the Info button to view the following information

Help Guide for NextGen® Enterprise PM 8

Balancing through Reports

You can balance reports to each other when you use the same filter criteria. If using dates, you must use: The same type of dates (for example, charge posting vs. charge create), and The same date ranges. Report Balances To Daily Adjustments Adjustments column in Transaction Summary Transaction Detail, if you select out all the Adjustments Transaction Codes Daily Charges Charge column in Service Item Summary with Extended Amount Charge column in Transaction Summary Daily Payments Payments column in Transaction Summary Transaction Detail, if you select out all the Payment Transaction Codes Daily Refunds Refunds column in Transaction Summary Transaction Detail, if you select out all the Refund Transaction Codes Service Item Summary with Extended Amount Charge column to Daily Charges Charge column to charge column of the Transaction Summary Transaction Detail Final total should balance to the sum of Daily Adjustments, Payments and Refunds Final total should balance to the sum of the trans

Help Guide for NextGen® Enterprise PM 8

UnBilled Encounters Report

The UnBilled Encounters report is encounter based and shows every billed encounter for a specified date range. It displays the data under the primary payer or financial class on the encounter. For charges to show on the report, the charge must meet the criteria selected on all filters. Note: This report is identical to the Daily Encounters and Billed Encounters reports. The only difference is that each report has different encounter statuses pre-selected on Filter 1. There are several configurable filters available on the Report Filter > Settings List. Select the desired filters to narrow the data on the report. The report has "drill-down" functionality that enables you to double-click on a record to access the Patient Chart window directly from the report. To access the report in NextGen® Enterprise PM, select the Reports menu and select Accounts Receivable and then select Unbilled Encounters. From the Report Filter window, select the Info button to view the following information abou

NextGen® Background Business Processor Help 8

Unapplied Encounter Credits Job

The following table helps to configure the fields of Unapplied Encounter Credits Job: Field Description Encounter Location Indicate one or more Service Location for which you want to process the unapplied encounter Encounter Rendering Indicate the Encounter Rendering physician for which you want the unapplied encounter credits to be processed. Transaction Codes Indicate the original transaction code applied to the unapplied encounter payment Encounter Date From/To Indicate the encounter date as billable date on encounter maintenance. Process Options Indicate the process options from either of the following: Process encounters where patient amount = unapplied amount Process unapplied with patient balance BBP Post Batch Indicate the patient type for which you want the encounters converted. Job runtime alert setting (minutes) Indicate the number of minutes you want the application to wait before sending out a job runtime alert email. Job runtime alert email Enter the email address of the

Troubleshooting Reports

Recommendations

Troubleshooting Balancing Issues

Balancing Reports

Unapplied Amounts by Account, Invoice, and Encounter Report

Balancing through Reports

UnBilled Encounters Report

Unapplied Encounter Credits Job

Troubleshooting Balancing Issues

Balancing Reports

Unapplied Amounts by Account, Invoice, and Encounter Report

Balancing through Reports

UnBilled Encounters Report

Unapplied Encounter Credits Job